Accavallo & Company LLC provides the latest blog posts and news updates on trends, regulations, and best practices in the tax and accounting industry. Stay informed with expert analysis and timely updates tailored to support businesses and individuals navigating financial challenges.
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In a recent landmark legal ruling, a Nevada probate commissioner denied Rupert Murdoch’s attempt to amend his family’s irrevocable trust, drawing significant attention from estate
In the bustling world of investment opportunities, there’s a hidden gem: the Connecticut Angel Investor Tax Credit. This often-overlooked tax incentive offers significant benefits to
As cryptocurrencies like Bitcoin and Ethereum become more mainstream, understanding the tax implications surrounding these digital assets is critical for both individuals and businesses. The
Succession planning is an essential process for business owners, particularly those in family-owned businesses, as they look to transfer ownership or exit their companies. With
When it comes to nonprofit events, success can be measured in many ways. However, for most nonprofit leaders, financial success—specifically how much money was raised—is
Starting in 2025, the SECURE 2.0 Act introduces a new opportunity for eligible participants aged 60 to 63 to make *super-catch-up contributions* to their retirement
As we enter 2025, CFOs face a rapidly evolving business environment with high stakes. Rising interest rates, ongoing political uncertainties, and global economic shifts present
Mark Your Calendar: Applications Open January 1, 2025 Starting January 1, 2025, Connecticut residents with student loan debt can apply for financial relief through the
December 16, 2024 – Accavallo & Company LLC Businesses across the United States received a major update regarding the Beneficial Ownership Information (BOI) filing requirements
In today’s digital landscape, small businesses face a myriad of cybersecurity threats that can wreak havoc on their operations, finances, and reputation. From ransomware attacks
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(619) 573-1696
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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC. Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.
Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems. She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.
Sherri’s experience includes working with companies and organizations in a variety of industries including:
Investment Trusts
DAPT and Family Investment Partnerships
Estate and Probate Administration
E-Commerce
Manufacturing
Construction
Real Estate Investment
Marketing and Service-based industries
In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.
